Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Global Payments
GPN
$21.1B
| $56.5M | 0.04% |
444,497
+21,504
| +5% | +$2.73M |
|
402
Progress Software
PRGS
$1.92B
| $55.7M | 0.04% |
1,026,458
+1,536
| +0.1% | +$83.4K |
|
403
Capital One
COF
$143B
| $55.5M | 0.04% |
423,026
+4,028
| +1% | +$528K |
|
404
Comfort Systems
FIX
$24.6B
| $55.4M | 0.04% |
269,443
-84,843
| -24% | -$17.4M |
|
405
Howmet Aerospace
HWM
$69.8B
| $55.4M | 0.04% |
1,023,314
+6,360
| +0.6% | +$344K |
|
406
Hamilton Lane
HLNE
$6.55B
| $55.4M | 0.04% |
488,164
-122,923
| -20% | -$13.9M |
|
407
GoDaddy
GDDY
$20B
| $55.3M | 0.04% |
521,060
-25,299
| -5% | -$2.69M |
|
408
Graco
GGG
$14B
| $55.2M | 0.04% |
636,757
-4,191
| -0.7% | -$364K |
|
409
Truist Financial
TFC
$59.9B
| $55.2M | 0.04% |
1,494,884
-2,652
| -0.2% | -$97.9K |
|
410
Neurocrine Biosciences
NBIX
$14.1B
| $55.1M | 0.04% |
418,245
+40,289
| +11% | +$5.31M |
|
411
Idacorp
IDA
$6.73B
| $55.1M | 0.04% |
560,397
-24,508
| -4% | -$2.41M |
|
412
CRH
CRH
$74.7B
| $54.9M | 0.04% |
793,952
+383,586
| +93% | +$26.5M |
|
413
Aflac
AFL
$56.5B
| $54.7M | 0.03% |
662,830
-20,737
| -3% | -$1.71M |
|
414
Centene
CNC
$14.5B
| $54.7M | 0.03% |
736,545
+142,240
| +24% | +$10.6M |
|
415
ICF International
ICFI
$1.84B
| $54.5M | 0.03% |
406,105
+887
| +0.2% | +$119K |
|
416
Williams Companies
WMB
$70.1B
| $54.2M | 0.03% |
1,556,706
-27,083
| -2% | -$943K |
|
417
Valaris
VAL
$3.5B
| $54.2M | 0.03% |
789,854
+202,074
| +34% | +$13.9M |
|
418
Advanced Energy
AEIS
$5.49B
| $54.1M | 0.03% |
496,684
-10,266
| -2% | -$1.12M |
|
419
Janus Henderson
JHG
$6.91B
| $54M | 0.03% |
1,791,631
+17,688
| +1% | +$533K |
|
420
NiSource
NI
$19.8B
| $54M | 0.03% |
2,033,677
-58,616
| -3% | -$1.56M |
|
421
Nucor
NUE
$33.6B
| $54M | 0.03% |
310,132
-27,595
| -8% | -$4.8M |
|
422
Morningstar
MORN
$10.8B
| $53.8M | 0.03% |
187,963
-18,170
| -9% | -$5.2M |
|
423
GXO Logistics
GXO
$5.87B
| $53.7M | 0.03% |
878,492
+18,152
| +2% | +$1.11M |
|
424
General Motors
GM
$55.7B
| $53.7M | 0.03% |
1,495,236
-18,023
| -1% | -$647K |
|
425
H.B. Fuller
FUL
$3.24B
| $53.7M | 0.03% |
659,242
-22,543
| -3% | -$1.84M |
|